CATOCTIN RIDGE WEALTH PARTNER, LLC

CATOCTIN RIDGE WEALTH PARTNER, LLC of THURMONT, MD is an SEC-registered investment adviser (CRD 333113). Regulatory assets under management: $199.0M.

Registration

• CRD: 333113
• SEC file number: 801-131326
• Type: Registered investment adviser
• Location: 209 E MAIN ST., THURMONT, MD, 21788
• Phone: 301-304-6004
• Latest filing: 2026-03-30
• Regulatory AUM: $199.0M
• Discretionary AUM: $199.0M
• Clients: 5
• Accounts: 1,154

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333113 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search